A plan for today, tomorrow and generations to come

Paducah-KY

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jamey Headshot 2023

    Jamey Brown

    Managing Director–Wealth Management

    Financial Advisor

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    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      5120 Village Square Drive
      Paducah, KY 42001
    • Daniel Headshot 2023

      Daniel Brown

      Senior Vice President–Wealth Management

      Financial Advisor

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      • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        5120 Village Square Drive
        Paducah, KY 42001
      • Steve Headshot 2023

        Steven Kelsey, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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            • Chartered Retirement Planning Counselor
            5120 Village Square Drive
            Paducah, KY 42001
          • Lydia Headshot 2023

            Lydia May

            First Vice President–Wealth Management

            Financial Advisor

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            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • CERTIFIED FINANCIAL PLANNER™
              5120 Village Square Drive
              Paducah, KY 42001
            • Paula Bright Connell

              Paula Bright Connell

              Senior Vice President–Wealth Management

              Financial Advisor

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              • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
              • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
              • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                • Certified Exit Planning Advisor
                • CERTIFIED FINANCIAL PLANNER™
                5120 Village Square Drive
                Paducah, KY 42001
              • Wendy Kester

                Wendy Kester

                Vice President–Wealth Management

                Financial Advisor

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                    • Certified Exit Planning Advisor
                    • CERTIFIED FINANCIAL PLANNER™
                    5120 Village Square Drive
                    Paducah, KY 42001
                  • Jason Headshot 2023

                    Jason Straub

                    Financial Advisor

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                    • OK
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                    • RI
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI
                    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                        5120 Village Square Drive
                        Paducah, KY 42001
                      • Kristy Headshot 2023

                        Kristy Taliaferro

                        Authorized Officer

                        Senior Wealth Strategy Associate

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                              5120 Village Square Drive
                              Paducah, KY 42001
                            • Debbie Headshot 2023

                              Debra Sommer

                              Senior Client Associate

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                                      5120 Village Square Drive
                                      Paducah, KY 42001
                                    • Melissa Headshot 2023

                                      Melissa Breeden

                                      Wealth Management Associate

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                                            5120 Village Square Drive
                                            Paducah, KY 42001
                                          • Lisa Highfil

                                            Lisa Highfil

                                            Senior Wealth Strategy Associate

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                                                  5120 Village Square Drive
                                                  Paducah, KY 42001
                                                • Adrienne Headshot

                                                  Adrienne Yeager

                                                  Wealth Management Associate

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                                                        5120 Village Square Drive
                                                        Paducah, KY 42001
                                                      • DB

                                                        Debra Bolen

                                                        Receptionist

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                                                                5120 Village Square Drive
                                                                Paducah, KY 42001

                                                              Focus on liquidity management

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                                                              UBS and Credit Suisse—stronger than ever

                                                              Legacy—Wealth for others

                                                              For needs that go beyond your own—to help you improve the lives of others

                                                              What will your legacy be?
                                                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                                              Learn more at ubs.com/wealthway.

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